Set Settings for Profile

Set Settings for Profile

This endpoint allows partners and administrators to update configuration settings for a specific customer profile. Settings include financial account permissions (maximum number of financial and external accounts) and transfer amount limits for ACH outbound and internal transfers. Successful execution returns a confirmation of the applied changes.

Endpoint

POST /netevia/profile/{profileId}/settings

Authentication

Bearer token required. Obtain via:

POST https://api.banking.netevia.dev/api/auth/v2

Include in header: Authorization: Bearer {token}
Token lifetime: 10 minutes. Refresh via POST /api/auth/refresh.

When to use

Use this endpoint when you need to configure or adjust operational limits for a specific customer profile, such as increasing the maximum number of financial accounts a customer can hold, capping the number of external linked accounts, or setting per-transfer dollar limits. This is typically called during onboarding to apply partner-defined constraints, or during account lifecycle events when limits need to be revised.

Path Parameters

Request Body

{
  "financialAccountsPermissions": {
    "financialAccountsMaxNumber": 5,
    "externalAccountsMaxNumber": 3
  },
  "transferAmountLimits": {
    "achOutTransferAmountLimit": 10000,
    "internalTransferAmountLimit": 25000
  },
  "loanOff": false
}

Response

200 OK

A 200 response confirms the settings were successfully applied to the profile. The response body is empty on success.

{}

Error Codes

Common Mistakes

• Providing a financialAccountsMaxNumber or externalAccountsMaxNumber value less than 1 — both fields enforce a minimum of 1.
• Setting achOutTransferAmountLimit or internalTransferAmountLimit to 0 instead of null when intending to remove a cap — use null to indicate no limit.
• Sending an integer profileId as a string in the path — the parameter must be a numeric integer.
• Omitting the Authorization header or using an expired token, which results in a 401 error.

Related Endpoints

• POST /netevia/profile — Create a new customer profile
• GET /netevia/profile/{profileId} — Retrieve profile details
• POST /api/auth/v2 — Obtain authentication token
• POST /api/auth/refresh — Refresh an expiring token

Example

curl -X POST https://api.banking.netevia.dev/netevia/profile/98765/settings \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "financialAccountsPermissions": {
      "financialAccountsMaxNumber": 5,
      "externalAccountsMaxNumber": 3
    },
    "transferAmountLimits": {
      "achOutTransferAmountLimit": 10000,
      "internalTransferAmountLimit": 25000
    },
    "loanOff": false
  }'